Project management document by ICTSD

*REDESIGN

Project Management

Detailed project management document, with schedule, due dates, task completion status.

Website Redesign - Project Management Document Task Name 1

Start

Finish

Duration

Status

01/15/13

08/31/13

On Track

02/01/13

03/28/13

Complete

03/04/13

03/28/13

Complete

General info, current site, reasons for redesign, audience/desired action, perception, content, technology, marketing/updating

04/03/13

03/28/13

Complete

Survey's distribution, collection, consolidation, analysis

Assigned to

Comments

ICTSD WEBSITE REDESIGN PROCESS

2 3

Project Plan Overview: DRAFT (updated 12/08/13)

4 5

A - DEFINITION AND PLANNING

6 7 8 9

Step 1: Research and Discovery - Requirements Analysis Project kick-off & discovery Internal Survey

10 11

04/03/13

03/28/13

Complete

Evaluation of our current site, list of issues/successful areas

03/03/13

03/28/13

Complete

Determine Overall Goals - list primary, secondary and tertiary goals

01/15/13

03/18/13

Complete

Target audience & audience profiles

01/15/13

03/18/13

Complete

01/15/13

03/18/13

Complete

Competitive Analysis

01/15/13

03/18/13

Complete

Outline technical requirements

01/15/13

03/18/13

Complete

15 16 17

Detailed individual profiles - Personas

CSS for layout and positioning, DHTML menus, rotating content, high/low bandwidht, internal intranet(?), search optimized, newsletter sign-up, blog (?), discussions/forum(?), user login for commenting, CMS, 10/20 templates, podcast, add as more as you can

08/01/13

08/31/13

In Progress

18 19

Create expanded tech-check

08/01/13

08/31/13

In Progress

SEO and Analytics Assessment

01/15/13

03/18/13

Complete

Step 2: Creative/Communications Brief

01/15/13

03/18/13

Complete

Overall visual and conceptual goals

01/15/13

03/18/13

Complete

Target audience

01/15/13

03/18/13

Complete

User Experience goals

01/15/13

03/18/13

Complete

Communications strategy

01/15/13

03/18/13

Complete

Proposed style and tone

01/15/13

03/18/13

In Progress

01/15/13

03/18/13

Complete

26 27

Step 3: Project Plan

Mobile Strategy

01/15/13

03/18/13

Complete

Technical documentation

01/15/13

03/28/13

Complete

01/15/13

03/28/13

Complete

Basic technical specifications (screen resolution, browser compatibility, donwload time, web standards, security and accessibility)

To be provided to ictsd team, designers, developers, etc. > Final step of planning (request for proposal)

Schedule

01/15/13

08/31/13

On Track

Budget

01/15/13

03/18/13

Complete

Social Media strategy and plan

01/15/13

03/18/13

Complete

to be included in the doc. Website redesign - process and goals

SEO strategy and plan

01/15/13

03/18/13

Complete

same as above

Usability testing plan

01/15/13

03/18/13

Complete

same as above

36 37

03/18/13 Step 4: Project Team

01/15/13

03/18/13

Complete

Project Manager: Andrew Crosby, Massimiliano Leone

01/15/13

03/18/13

Complete

Organize the web project from start to finish and is the primary contact for external clients as well as the central point of communication for the team. Project managers are responsible for determining and defining the site's actual needs, for keeping the project on track, troubleshooting, and for communicating with all team members and the clients in every phase of the core process.

Project Team Members: M. Leone, D. Pizzurro, A. Aziz, G. Pascolini, C. De Gardelle, A. Bahalim, D. Omumbwa, A. Collins

01/15/13

03/18/13

Complete

The web team ensures that all strategies and decisions taken are consistent with the overall organizational goals and provides consultancy and advises on specific sessions of the website (news, programmes, dialogues).

Information Architect: Massimiliano Leone

01/15/13

03/18/13

Complete

The information architect defines site navigation, functionality and user interaction. This person develops the site map and structures the way content navigation is laid out on a page.

Usability Specialist: Massimiliano Leone

01/15/13

03/18/13

Complete

The usability leadâ&#x20AC;&#x2122;s role is to shape the overall user experience. The usability lead gathers firsthand information about how visitors actually use a site and analyzes what works and what doesn't. He also works on navigation and user paths and then tests the redesigned site for usability issues at the HTML protosite phase, alongside QA, and at launch

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Task Name

Start

Finish

Duration

Status

Usability Analyst: Massimiliano Leone, Daniela Pizzurro

01/15/13

03/18/13

Complete

The usability analyst observes and take notes during the usability tests. At the end of each session he writes down the three most important usability problems that he saw in that session. He suggests questions he would like ti have the facilitator ask the participant. He writes the usability reports.

Subject Matter Experts: A. Aziz, A. Bahalim

01/15/13

03/18/13

Complete

Have overall responsibility for the written content and editorial quality of the finished site. They create the editorial tone for the web site, determine style guidelines, and work to collect, organize, and deliver finished text to the production team.They are in charge of tracking all assets (i.e. photos, media, copy) and ensuring that they are delivered to production in accord with the content delivery plan. They work closely with the information designer and and will set communication style and tone

Content Review: A. Crosby

01/15/13

03/18/13

Complete

He will supervise the whole copywriting process and revise final content - for main areas before publishing

Visual Design:

01/15/13

03/18/13

Complete

outsourced - outsourced - The visual designersâ&#x20AC;&#x2122; primary responsibility is the overall look and feel for the web site, establishing the site typography, visual interface design, color palette standards, page layout details, and the particulars of how the graphics, photography, illustration, and audiovisual media elements of the site come together to form an integrated whole. They work closely and regularly with the project managers.

Programmers/Backend Engineers

01/15/13

03/18/13

Complete

outsourced - outsourced - The backend engineers run a parallel workflow behind the frontend site development. See specific document.

Software Quality Assurance and Testing:

01/15/13

03/18/13

Complete

outsourced - The Software QA lead checks bugs starting right after production or engineering starts. Responsibilities include building a Test Plan and checking browser compliance, HTML, and code validation.

Step 5: Timeline

01/15/13

03/18/13

Complete

46 47 48 49

Project Plan overview draft with milestones

01/15/13

03/18/13

Complete

Timeline for tasks and deliverables

01/15/13

03/18/13

Complete

Website maintenance plan (updates & reviews)

Not Started

Training opportunities for Comms team (new site standards)

Not Started

Internal training sessions (staff & interns)

Not Started 01/15/13

03/18/13

Complete

Communication Strategy

01/15/13

03/18/13

Complete

Redesign communications plan

01/15/13

03/28/13

On Track

Step 8: Contracts and financial points

Step 7: Promotion and Overall Communication Strategy

Payment terms

Not Started

Project closure clauses

Not Started

Termination clauses

Not Started

Timelines

Not Started

Project folder to house all signed documentation (+ electronic copies)

Not Started

68 69

Step 9: Delivery of all project documentation Internal Surveys (web team, web redesign team, executive officers) Internal Survey task and analysis

completion within the Website Redesign doc.

We will perform these tasks in an advanced stage

Not Started

Comments

Not Started

Step 6: Document Maintenance Considerations

Assigned to

04/01/13

08/31/13

In Progress

04/01/13

07/31/13

Complete

04/01/13

07/31/13

Complete

Usability reports

04/01/13

07/31/13

Complete

Audience Profiles

04/01/13

07/31/13

Complete

Project Presentation: Website Redesign

04/01/13

07/31/13

Complete

Communication Brief

04/01/13

07/31/13

Complete

Project Plan (heavy document)

04/01/13

07/31/13

Complete

Visual Plan (milestones, involvement, importance, timeline)

04/01/13

07/31/13

Complete

5 Phases of Development (light doc) + usability & complex functionality documentation

04/01/13

07/31/13

On Track

Technical Needs (tech-check)

04/01/13

08/31/13

Not Started

Estimation of time by task

04/01/13

08/31/13

On Track

Detailed Schedule with Deliverables (date-by-date format) -design and developm excluded-

04/01/13

08/31/13

On Track

Content Delivery plan (at a later stage)

04/01/13

08/31/13

On Track

Web Platform containing all documentation

04/01/13

07/31/13

Complete

Online/email calendar/reminder system for deliveries and deadlines

04/01/13

08/31/13

On Track

04/01/13

06/03/13

Complete

04/01/13

08/31/13

In Progress

83 84

B - SITE STRUCTURE AND CONTENT MANAGEMENT

Step 1: Content Audit/Inventory

Review of all existing material with content manager/s

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Task Name

Start

Finish

Duration

Status

Current site sitemap

04/01/13

06/03/13

Complete

Texts, images, diagrams, media etc.

04/01/13

08/31/13

In Progress

Content to be tossed

04/01/13

08/31/13

In Progress

06/03/13

08/01/13

Complete

06/03/13

08/01/13

Complete

06/03/13

08/01/13

Complete

90 91 92 93

Step 2: Content Outline Determine content sections, including new material Step: 3 Content Delivery Plan

06/03/13

08/01/13

Complete

Step 4: Debugging - Code Validation (HTML/CSS), Broken links, missing tags, pages titles, post drafts, images/link captions

With due date, individual responsible, etc.

08/01/13

08/31/13

In Progress

Step 5: Information Architecture

06/03/13

08/01/13

Complete

Compare existing site organization

06/03/13

08/01/13

Complete

Site Diagram and Navigation draft

06/03/13

08/01/13

Complete

Set name conventions

06/03/13

08/01/13

Complete

Navigation final

06/03/13

08/01/13

Complete

100

Step 6: Wireframe

06/03/13

08/01/13

Complete

101

Wireframes drafts - various templates - for the home page and each template page

06/03/13

08/01/13

Complete

102

Address navigation

06/03/13

08/01/13

Complete

103

Naming and labeling

06/03/13

08/01/13

Complete

104

Containers for navigation, images, content, functional elements (like search) and footer

06/03/13

08/01/13

Complete

105

Define key user path

06/03/13

08/01/13

Complete

106

Wireframe finals

06/03/13

08/01/13

Complete

107

Wireframes detailed plan

141

Handoff to Design

142 143

Step 7: Review and Approval Cycle Web team usability tests to review wireframes

Assigned to

Comments

In Progress Not Started 08/19/13

08/31/13

Not Started

08/19/13

08/31/13

Not Started

144 145

C - VISUAL DESIGN

146

Step 1: Design Preparation

147 148

List of design criteria and review site goals and technical specs List of other sites from which to borrow ideas

Complete

149

Step 2: Draft, Review, Finalize

See design plan

157

Step 3: Create Graphic Templates

See design plan

168

Step 4: Mobile Web Design

See design plan

174

Step 5: Design of additional material related to web communication

See design plan

178

Step 6: Website Visual Guidelines / Design Style guide

See design plan

182

Design detailed plan

See design plan

209

Handoff to Design

See design plan

210

Step 7: Usability Testing

Not Started

211

Usability testing (8-10 people) with graphic templates of the site.

Not Started

212

Usability report and recommendations

Not Started

214

D - SITE DEVELOPMENT

see development plan

215

Step 1: Technical/Functional Plan

see development plan

220

Step 2: Project Plan and Timeline Refinement (drafted during the first stage)

see development plan

223

Step 3: Software Quality Assurance Plan

see development plan

230

Step 4: Content Management System Upgrade/Migration

At Risk

231

Step 5: Build Development Framework and Integrate the Site

see development plan

237

Step 6: Software Quality Assurance Control

see development plan

248

Step 7: Usability Testing (round 2)

see development plan

213

250 253

Step 8: Pages Creation (up to ICTSD editors - to be planned in advance - method for content creation and delivery) Step 9: Backend Development

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At Risk see development plan

Page 3 of 4

Task Name

Start

Finish

Duration

Status

255

Step 10: Mobile website app

see development plan

261

Step 11: Documentation and source files

see development plan

264

Detailed Development Plan

see development plan

285

Beta version

see development plan

296

Launch

see development plan

300

Post launch: Iteration 3

see development plan

307

Log files/Development report

see development plan

308

Step 12: Promotion

309

Assigned to

Comments

Roll-out of tasks in the Promotion and Communications Plan

310 311

E - TESTING

312

Step 1: Quality Assurance Final Check

313

Content â&#x20AC;&#x201C; accuracy, spelling, grammar (CMEs) Links Functionality Validity of HTML5 & CSS Accessibility Browser/OS/resolution Connection speed SEO Load testing Security

314

Testing process, priorities and fixings

315

Final review of the site before launch.

316 317 318

F - LAUNCH AND POST LAUNCH ANALYSIS Step 1: Launch the new and glorious ICTSD website

319

Choice of the best date to go live (considering current web site traffic patterns and attempting to launch in a way that minimizes downtime.

320

Everyone on the team is on call for any challenges that might occur during launch.

321

Prepare an announcement plan

322

Optimize for search engines

323

Soft launch

324

Final stage of Quality Assurance testing on the live site

325

326

327

Step 2: Project close, final documentation The style/development guide contains the following elements: - Visual design standards - logos, colors, typography (to keep the site on brand); - Naming conventions - for files, directories, CSS, images, titles, SEO; Site structure categories, navigational menus, document the site diagram and indicate how the structure is built to handle growth; - Templates - provide the HTML templates and CSS indicating layout, typography, size, color, navigation, menus; - Developers logs / Database table charts; Step 3: Maintenance Plan

328

Assess maintenance team capability

329

Develop and implement a maintenance plan

330

Confirm site security

331

Step 4: CELEBRATE

332

Step 5: Post-launch SEO and Social Media Tasks

333

Sitemaps submission to Google

334

Social bookmarking tools

335

Niche sites

336

Social media strategy plan to follow

337

Facebook, YouTube tasks

338

Weekly site stats for 3 months to monitor progress of Key Performance Indicators

339 340

Step 6: Tweak and Improve Possible future improvements and secondary features

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Web Design - Project Plan / Process timeline Task Name

Start Date

End Date

Duration.

Week 1

Week 7

7 weeks

Week 1

1 week

Week 2

Week 3

2 weeks

Week 4

Week 6

2 weeks

Comments

1 2

Website Design - Project Plan (Draft)

Project: Developing visual design, combining conceptual direction, tone and functionality, and look and feel. Identifying branding, creating PSD mockups and testing for usability.

4 5

Step 1: Design Preparation

Meeting 1 - Client Needs and gathering information

Meeting 2 - Web design project outline

Introduction of the Project Plan

Branding and overall site goals

Schedule and timing

Content

Next steps

Regular meetings

Wireframes Review and Feature breakdown

Project Specification Final Review

Handoff to Design

17 18

Step 2: Draft, Review, Finalize

Design Kickoff & Creative Discovery

Presenting design and gathering feedback

1st draft of visual designs for HP and subpages; 2-3 variations.

Feedback, selection and modifications

2nd draft of visual designs for HP and subpages.

Feedback and modifications

Finalized visual design

Confirm and test navigation flow and functionality

27 28 29

Step 3: Create Graphic Templates Home page, Second level, Third level, Content page, Search,/Search results, etc.)

Graphic templates for HTML

Design detailed plan

Home Page

Home Page Mockup(s) First Pass

Internal Review

Homepage Edits 1st Round

Internal Review

Homepage Edits 2nd Round

Internal Review

Homepage Mockup Final Sign Off

Subpages

Initial Subpage Mockup First Pass

Internal Review

Initial Subpage Edits

Internal Review

Initial Subpage Final Sign Off

Subpage Group 1 & 2 First Pass

Internal Review

Subpage Group 1 & 2 Edits

Internal Review

Subpage Group 1 & 2 Final Sign Off

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Task Name 51

Subpage Group 3 & 4 First Pass

Internal Review

Subpage Group 3 & 4 Edits

Internal Review

Special pages (404, search, forms etc.)

Final Mockups Review

Photoshop mock-ups

End Date

Duration.

Week 7

1 week

Comments

Subpage Group 3 & 4 Final Sign Off

Start Date

Design outputs - Text in rendered and unrendered states, All individual layers intact (not flattened) for revisions, All individual layers clearly labeled. Each state - on/off/rollover - on separate, clearly identified layers. Indicate rollover treatment on a separate layer if CSS rollovers are used. Flash/Animation placeholders (if any). Placeholders at points where special technologies and complex functionalities integrate. An accompanying GIF or flattened PSD file that shows how the page should look once rebuilt in HTML Step 4: Mobile Web Design (to be defined)

61 62 63

Step 5: Website Visual Guidelines / Design Style guide Typography, color schemes, brand images, photography, graphics, templates etc.

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Web Development - Project Plan / Process timeline Task Name

Start Date

End Date

Duration.

Comments

1 2

D - SITE DEVELOPMENT

Step 1: Technical/Functional Plan

Target Specifications

Functionality and Features

Design and Layout

File Structure and Directory Preferences

Server and Hosting information

Site development schedule

Step 2: Project Plan and Timeline Refinement (drafted during the first stage)

More detailed list of concrete tasks, assignments, target dates and dependencies between tasks (integrate a separate and parallel workflow - to be discussed and delivered with programmers)

Content Management System upgrading/migration plan

Step 3: Software Quality Assurance Plan

Goals

Commitments

Abilities

Activities

Measurements

Verifications

Step 4: Content Management System Upgrade/Migration

21 22

Step 5: Build Development Framework and Integrate the Site

Set File structure

Receive and discuss graphic templates from the visual designers

Slice and optmize graphics

Create HTML templates

Implement light scripting

Build Individual templates

Populate individual templates

Include invisible content

Integrate complex functionality and/or backend develpment

Quality assurance testing

Testing Funcionality

Validation

Debugging

Final check

Step 6: Software Quality Assurance Control

Requirements definition

Software design

Coding

Source code control

Code reviews

Change management

Configuration management

Testing

Release management

Product integration

48 49 50 51

Step 7: Usability Testing (round 2) Usability testing on templates with some people in round #1 plus new people. Step 8: Content Population (ICTSD) Content into templates

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Task Name 52 53 54

Start Date

Dynamic features of the site that require database and integration (Search, Personalization/login, Security functions, Web analytics) Step 10: Mobile website app (to be discussed) Step 11: Documentation and source files

Soft-copy site map

Details on the framework and languages used.

Detailed Development Plan Iteration 1 Framework installation, core functionality

FTP host

Control panel setup and log-in information

Database configuration

Languages or frameworks installed

Development server setup

Sandbox Setup

Home Page

Defect Review 1

Bugfixing

QA first pass

Iteration 2

Task 1 (to be discussed)

Task 2 (tbd)

Task 3 (tbd)

Task 4 (tbd)

Defect Review 2

Bugfixing

QA second pass

Beta version

Task 1 (tbd)

Task 2 (tbd)

Task 3 (tbd)

W3C Markup Validation

W3C CSS Validation

Cross Browser compatibility issues

Cache

Beta Defect Review

Bugfixing

QA fifth pass

Launch

Transferring the content

Production server setup

Pre launch QA

100

Post launch: Iteration 3

101

Task 1 (tbd)

102

Task 2 (tbd)

103

Task 3 (tbd)

104

Defect Review 3

105

Bugfixing

106 107

Comments

Step 9: Database

Duration.

Guidelines for content contributors to review, update and add content

End Date

QA last pass Log files/Development report

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